Filed January 5, 2022 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,936 | $57,312+374.5% | $86,617+214.0% | $75,181+261.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.35% | 2672.78%-2662.4pp | 591.91%-581.6pp | 160.69%-150.3pp |
| Employer contribution / active EE | $14,075 | $2,315+507.8% | $3,023+365.5% | $2,671+427.0% |
| Participant deferral / active EE | $9,162 | $3,319+176.0% | $4,437+106.5% | $4,126+122.1% |
| Admin fee / account holder | $104,214 | $4,114+2433.1% | $5,613+1756.7% | $5,650+1744.5% |